I'm ready to retire
How would you like to continue enjoying the advantages of your group retirement plan even after retiring? With the retirement income solutions offered by the CoPilot program, you can!
Your financial solution from working life to retirement™
The CoPilot program provides personalized support so you can transition to retirement easily and enjoy many benefits:
- The same low management fees as your employer’s group plan, which are lower than those offered to individuals by financial institutions. These low fees can also be applied to assets transferred from other institutions.
Over the long term, saving 0.25%, for example, on your management fees can add up to thousands of dollars more in retirement income for you.
- Advice available on this website to support you throughout your retirement
- Customer Service support offered from Monday to Friday, 8 am to 8 pm (Eastern time), to answer your questions and provide support
- Products in line with your needs during the accumulation or decumulation periods that let you keep the investment options offered in your current employer’s group plan
- A simplified experience with the same access to My Client Space so you can view and change the parameters of your plan under the CoPilot program
Peace of mind
Keeping your years of accumulated savings at iA Financial Group is the easiest way to enjoy your retirement with peace of mind!
- Your employer will inform iA Financial Group of your retirement.
- You will be mailed your termination statement and an options form.
- You will choose the retirement income solution offered through the CoPilot program where you want to transfer your savings.
- Then, you’ll return the completed options form to iA Financial Group, as well as any other required documents.
- You can also apply for the public plan benefits for which you are eligible. For more information, see the section on sources of income.